Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.070 | 0 | 42 |
| 1 month | 0.070 | 0 | 4 |
| 3 months | 0.070 | 0 | 42 |
| 1 year | -0.012 | 0 | 53 |
| 3 years | -0.116 | 0 | 99 |
| 5 years | 0.040 | 0 | — |
| 10 years | -0.017 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | -0.110 | — |
| 2023 | -0.091 | — |
| 2022 | -0.275 | — |
| 2021 | 0.350 | — |
| 2020 | 0.223 | — |
| 2019 | 0.103 | — |
| 2018 | -0.132 | — |
| 2017 | 0.047 | — |
| 2016 | -0.063 | — |
| 2015 | -0.021 | — |
| 2014 | -0.023 | — |
| 2013 | 0.108 | — |
| 2012 | 0.032 | — |
| 2011 | -0.225 | — |
| 2010 | 0.080 | — |
| 2009 | 0.085 | — |
| 2008 | -0.265 | — |
| 2007 | 0.018 | — |
| 2006 | 0.057 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | -0.036 | 0.037 | -0.043 | -0.070 |
| 2023 | 0.009 | -0.034 | -0.098 | 0.034 |
| 2022 | -0.091 | -0.135 | -0.180 | 0.124 |
| 2021 | 0.148 | 0.122 | 0.069 | -0.020 |
| 2020 | -0.148 | 0.125 | 0.046 | 0.220 |
| 2019 | 0.066 | -0.011 | -0.016 | 0.063 |
| 2018 | -0.057 | 0.066 | -0.002 | -0.134 |
| 2017 | 0.036 | -0.008 | -0.010 | 0.028 |
| 2016 | -0.100 | -0.054 | 0.031 | 0.066 |
| 2015 | 0.126 | -0.063 | -0.142 | 0.082 |
| 2014 | 0.005 | 0.007 | 0.002 | -0.037 |
| 2013 | 0.039 | -0.037 | 0.057 | 0.049 |
| 2012 | 0.037 | -0.072 | 0.050 | 0.021 |
| 2011 | -0.078 | -0.047 | -0.108 | -0.011 |
| 2010 | 0.029 | -0.035 | 0.029 | 0.057 |
| 2009 | -0.031 | 0.030 | 0.036 | 0.049 |
| 2008 | -0.101 | 0.006 | -0.024 | -0.167 |
| 2007 | 0.042 | 0.002 | 0.003 | -0.028 |
| 2006 | 0.084 | -0.044 | -0.037 | 0.059 |
| 2005 | 0.020 | 0.014 | 0.023 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.064 |
| 3 years | -0.132 |
| 5 years | 0.029 |
| 10 years | -0.022 |